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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $845,564 | $159,934+428.7% | $147,005+475.2% | $145,959+479.3% |
| Participation rate | 16.7% | 84.0%-67.3pp | 82.2%-65.5pp | 80.3%-63.6pp |
| Annual return | -23.42% | 98.24%-121.7pp | 418.76%-442.2pp | 561.95%-585.4pp |
| Employer contribution / active EE | $5,833 | $5,287+10.3% | $4,934+18.2% | $4,661+25.2% |
| Participant deferral / active EE | $0 | $8,427-100.0% | $8,070-100.0% | $6,689-100.0% |
| Admin fee / account holder | $85,122 | $15,053+465.5% | $13,006+554.5% | $13,398+535.3% |